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CWMAX vs VTSMX ᐉ Comparison: Which is Better to Invest?
CWMAX vs VTSMX Comparison
Open Charts CWMAX vs VTSMX
American Funds Washington Mutual 529A
Price$55.93
Change+$0.35 (+0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$110.10
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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CWMAX vs VTSMX Comparison Chart
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CWMAX vs. VTSMX commentary
Dec 01, 2023
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is CWMAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.27T vs. CWMAX (161B). CWMAX pays higher dividends than VTSMX: CWMAX (1.84) vs VTSMX (1.51). CWMAX was incepted earlier than VTSMX: CWMAX (22 years) vs VTSMX (32 years). CWMAX (0.62) is less costly to investors than VTSMX (0.14). CWMAX is a more actively managed with annual turnover of: 30.00 vs. VTSMX (3.00). CWMAX has a lower initial minimum investment than VTSMX: CWMAX (250) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.92 vs. CWMAX (3.61). VTSMX return over 5 years is better than : 60.50 vs. CWMAX (33.62).
| CWMAX | VTSMX | CWMAX / VTSMX | |
| Total Expense Ratio | 0.62 | 0.14 | 443% |
| Annual Report Gross Expense Ratio | 0.62 | 0.14 | 443% |
| Fund Existence | 22 years | 32 years | - |
| Gain YTD | 9.133 | 18.362 | 50% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 161B | 1.27T | 13% |
| Annual Yield % from dividends | 1.84 | 1.51 | 122% |
| Returns for 1 year | 3.61 | 10.92 | 33% |
| Returns for 3 years | 19.16 | 21.19 | 90% |
| Returns for 5 years | 33.62 | 60.50 | 56% |
| Returns for 10 years | 70.31 | 155.86 | 45% |